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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2003
- Office Locations
- 3
Office Locations
About THE Estate Planners Group
The Estate Planners Group provides personalized wealth management built around an integrated “Financial Life Plan,” coordinating financial planning, retirement planning, and tax planning for retirees and pre-retirees. The firm emphasizes being an unbiased advocate clients can trust and supports investment planning and portfolio construction as part of long-term legacy-focused planning. Headquartered in Yardley, PA, with additional offices in Naples, FL and Fort Collins, CO.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
DAVID WAYNE LOESSER
Chief Executive Officer, FOUNDER
- CRD
- #3177524
- Ownership
- 75% or more
Katherine Kirkner
Chief Compliance Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Matthew Scott Carpenter
Managing Director
- CRD
- #7199584
Christopher David Loesser
--
- CRD
- #8151966
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $421,570,000 | $1,239,912 |
| Non-Discretionary | $495,000 | $247,500 |
| Total | $422,065,000 | $1,234,108 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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